Riaan 
Yize i-TV ekhokhelwayo isakhula e-Afrika, njengoba iMultiChoice ilokhu ikhumbuza abatshalizimali, ayidlali neze.
I-opharetha ye-TV ekhokhelwayo ngokwayo ithi ibona imakethe ephelele ekwazi ukubhekana (TAM) e-Afrika ikhula ngezinga lokukhula elihlanganisiwe lonyaka lika-3% eminyakeni emine ezayo. Ithuba layo elilodwa elikhulu lapha ukunciphisa igebe phakathi kwesisekelo sayo samanje esiyizigidi ezingu-23.5 kanye ne-TAM yezigidi ezingu-53.
ENingizimu Afrika, noma kunjalo, imakethe ingachazwa ngokukhulu ukushesha ngokuthi ‘ivuthiwe’. Ukukhula okuwukuphela kwemakethe kusezingeni eliphansi lemakethe, cishe u-R100 ngenyanga. Amasegimenti aphezulu naphakathi ayancipha.
FUNDA FUTHI: I-Multichoice ifuna umncintiswano wokusakaza ukhokhiswe intela futhi uhambisane ne-BEE
IMultiChoice isivele yaxwayisa ngokuthi ukucisha kukagesi kuphazamise ibhizinisi ezinyangeni ezedlule.
Ukuthi kuzocaca kubi kangakanani esikhathini esingamasonto amathathu uma ibika imiphumela yayo yonyaka. Isikhathi sosuku lwayo lwezimakethe ezinkulu, olubanjwe ngoLwesibili mhla zingama-23 kuNhlaba (May), besifisa ukwazi ukuthi belusondele kangakanani ekwethulweni kwemiphumela.
Noma kunjalo, imakethe yasekhaya ingenisa amathani emali (R7.4 billion ku-FY22). Izabelo ezivela ebhizinisini laseNingizimu Afrika kanjalo nasophikweni lwezobuchwepheshe i-Irdeto zisho u-R5 billion wemali eyatholakala kuleli qembu ngonyaka odlule.
Ibhizinisi le-TV elikhokhayo lase-Afrika elidala ukulahlekelwa liyaqhubeka nokudinga ingxenye yalokhu, kodwa kufanele liphule nakulo nyaka noma ozayo.
Noma yini ngaphandle komugqa
Ngokombono, uhlelo lulula. Sebenzisa le mali, kanye nezikweletu ezikhuphukile, ukuze ushintshe ngokushesha ngale kwe-TV ekhokhelwayo.
Uhlelo lugxile kokuqondile okune: ukusakaza (i-Showmax), ukubheja kwezemidlalo, i-fintech kanye nezinsizakalo zasekhaya.
Esokugcina salezi kulapho ibilokhu idlala khona emaphethelweni. Ukuthengisa umshwalense we-decoder kanye nezinsizakalo zokusabela ezimeni eziphuthumayo (i-Namola) kanye nokudayisa kabusha amaphakheji e-inthanethi e-fibre/ehambayo e-SA ngeke kukwazi ukuyisusa inaliti ngendlela efanele.
FUNDA KABANZI: Isisekelo sababhalisile be-DStv Premium sizinzile ngemva kweminyaka yokwehla
Ingene esikhaleni sokukhokha, kanye nomhlinzeki wembulunga yonke i-Rapyd kanye nomxhasi wemali yemali eyibhizinisi iGeneral Catalyst. Iphethe ama-26% ebhizinisi elihlanganyelwe, i-Moment.
Njengamanje, ithuba elikhulu ukonga izindleko zeqembu ngokushintsha ukucubungula ukukhokha okubhaliselwe kwe-DStv kule nkundla. Ngokuhamba kwesikhathi, ithuba likhulu kodwa ukuthola indawo emakethe elawulwa kakhulu ama-opharetha omakhalekhukhwini kuzoba yinselele.
Ukuhambisa inaliti
Ngakho-ke, emathubeni amabili aseduze wangempela ngale kwe-TV ekhokhelwayo…
I-Showmax, efakwe ebhizinisini elihlanganyelwe ne-Comcast/NBC Universal/Sky, izoba imbangi engcono kakhulu neyesabekayo kwabanye abadlali bokusakaza (okwamanje, i-Netflix, i-Disney+ ne-Prime Video).
Ngokuqhathaniswa nezilinganiso zalo zangempela zeminyaka eyi-10 ezayo, iqembu manje selibona inani eliphindwe kathathu lababhalisele le sevisi. Iphinde ilindele ukuthi ibhizinisi libe nenzuzo phakathi neminyaka emithathu ezayo.
Lokhu kufanele kususe okunye ukwehla kwebhizinisi le-TV eliwumugqa.
Kwaba njalo ukubheja. Ngaphambi kwalokho, nokho, kuzoba nokwenyuka okukhulu kwezindleko njengoba ikhokha uzakwethu i-Comcast izindleko zokuhambisa i-Showmax endaweni yokusakaza ye-Peacock.
Umuntu uyazibuza ukuthi yini ethathe iMultiChoice isikhathi eside kangaka ukuthi ingene emakethe yokubheja yezemidlalo, indawo esobala yanoma yimuphi umqhubi we-TV okhokhelwayo, ikakhulukazi osezimakethe ezisafufusa.
Iqembu ekugcineni lithole ibhizinisi lokubheja ezemidlalo laseNigeria, i-KingMakers, emisebenzini emibili ngo-2020 nango-2021. Lokhu akuzange kufike kushibhile, nokho. Yakhokha u-$393 million – cishe amabhiliyoni angu-R7 – ngesabelo sika-49%.
Lolu hlelo luzogxila emakethe yasekhaya iNigeria, lapho inomnikazi oyedwa wabaholi bemakethe (Bet King), kanye neNingizimu Afrika. Ukuhlasela okuhlosiwe okuya eKenya nase-Ethiopia “kumisiwe”.
FUNDA KABANZI: I-DStv idedela iziteshi ze-e.tv ngaphandle kwesixwayiso, okushiya ababukeli ebumnyameni
Izosebenza e-SA ngaphansi komkhiqizo we-‘SuperSport Bet’ futhi ukungena kwayo, lapho izobhekana khona nabaholi ababili bemakethe abesabekayo e-Betway naseHollywoodbets, sekuseduze.
IMultiChoice kufanele ijabulele izindleko eziphansi zokuthola amakhasimende okubheja ngenxa yobude besikhathi sokusakaza ku-SuperSport (kanye nekhono lokuhlanganisa imikhiqizo yayo yokubheja ibe okuqukethwe ngendlela izimbangi ezingakwazi ngayo).
UKim Reid – Umsunguli we-Takealot kanye no-CEO wangaphambili – ufakwe ngeparachute njenge-CEO yebhizinisi lokubheja kwezemidlalo.
Okungenani ibhizinisi laseNigeria linenzuzo futhi likhiqiza ukheshi, ngohlelo lwebhizinisi lweqembu luxhaswe ngokugcwele ($167 million).
Uma kubhekwa izinselelo zokukhipha imali e-Nigeria, ukugxilisa ukutshalwa kwezimali kule makethe kungase kube ukubalwa kabi.
Ingabe ingakwazi ukukhiqiza imbuyiselo ku-R7 billion okhokhelwe ingxenye yebhizinisi lokubheja (kuthathe isikweletu sika-R4 billion ukuxhasa lokhu)? Izikhulu, ngokwencazelo, ziyi-bullish. Isikhathi sizosho.
Ngaphandle kwalokho, bangaki okunye kwalokhu kubheja okukhulu engakwazi ukuzixhasa uma imali ivela ebhizinisini laseNingizimu Afrika elidonsa kanzima liqala ukungingiza? Lokhu kuyinto okungangabazeki ukuthi abatshalizimali bazoyinaka kakhulu onyakeni noma emibili ezayo. Mhlawumbe ngisho nje kulo June.
Lesi sihloko savela okokuqala ku-Moneyweb futhi saphinde sashicilelwa ngemvume. Funda isihloko sokuqala lapha.
